Private Wealth Management Group’s ATI ATI Stock Holding History

Private Wealth Management Group’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.3K	Hold
2025 Q2	$8.81K	Sell
2025 Q1	$7.03K	Sell
2024 Q4	$7.49K	Hold
2024 Q3	$9.1K	Hold
2024 Q2	$7.54K	Sell
2024 Q1	$11.9K	Hold
2023 Q4	$10.6K	Buy